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Shepherd Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Shepherd Financial Partners’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Sell
8,973
-145
-2% -$12.9K 0.06% 143
2026
Q1 		$845K Buy
9,118
+198
+2% +$19.1K 0.08% 126
2025
Q4 		$762K Buy
8,920
+209
+2% +$17.2K 0.07% 129
2025
Q3 		$666K Buy
+8,711
New +$597K 0.06% 136

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shepherd Financial Partners's GLDM Position: Q2 2026 in Review

Shepherd Financial Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.6% in Q2 2026, selling an estimated $12.9K and leaving 8,973 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #143.

Shepherd Financial Partners first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $845K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Shepherd Financial Partners held 8,973 shares of SPDR Gold MiniShares Trust worth $713K as of Q2 2026.
  • Shepherd Financial Partners sold 145 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $12.9K.
  • SPDR Gold MiniShares Trust made up 0.06% of Shepherd Financial Partners's portfolio in Q2 2026, its #143 holding.
  • Shepherd Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • Shepherd Financial Partners's SPDR Gold MiniShares Trust position peaked at $845K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.